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MORGAN STANLEY (MS-PA) SEC Filings, Jun-Jul 2026

MS-PA NYSE

Welcome to our dedicated page for MORGAN STANLEY SEC filings (Ticker: MS-PA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on MORGAN STANLEY's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into MORGAN STANLEY's regulatory disclosures and financial reporting.

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Morgan Stanley Finance LLC is offering Dual Directional Trigger PLUS notes due July 13, 2029, fully and unconditionally guaranteed by Morgan Stanley. Each note has a stated principal amount of $1,000 and an issue price of $1,000. At maturity the payout depends solely on the worst performing of the Dow Jones Industrial Average, EURO STOXX 50 and Russell 2000 indices. The notes pay no interest, include a leveraged upside feature (leverage factor 167.75%), an absolute return participation feature (100%) capped effectively at 40% in a limited scenario, and a downside threshold at 60% of each initial level. If any underlier finishes below its downside threshold, investors suffer proportional principal loss (1% loss per 1% decline of the worst performing underlier) and could lose their entire investment. The estimated value on the pricing date was approximately $978.90 per security. All payments are subject to Morgan Stanley’s credit risk.

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Morgan Stanley Finance LLC is offering $3,067,000 of leveraged buffered S&P 500® index-linked notes due August 11, 2027, fully and unconditionally guaranteed by Morgan Stanley. Each $1,000 note provides 130% upside participation in positive index returns capped at a $1,162.63 maximum settlement, a 10.00% downside buffer (you receive $1,000 if decline is ≤10.00%), and full principal risk if the S&P 500 declines by more than 10.00%. Trade Date is July 1, 2026; Original Issue Price is $1,000 and the issuer’s estimated value per note on the Trade Date is $996.70. Payments at maturity are subject to the issuer’s credit risk, notes pay no interest, will not be listed, and include hedging and market‑disruption provisions described herein.

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Morgan Stanley Finance LLC is offering $5,365,000 of leveraged buffered S&P 500® Index-Linked Notes due August 4, 2027, fully and unconditionally guaranteed by Morgan Stanley. Each $1,000 face-amount note returns 150% of any positive index gain (capped at $1,128.10 per note) and protects principal only if the index decline is no greater than 10.00%; losses occur if the index declines by more than 10.00%. The Trade Date is July 1, 2026, Original Issue Price is $1,000, and the issuer’s estimated value per note on the Trade Date is $986.70. Proceeds will be used for general corporate purposes. All payments are subject to issuer credit risk and the notes will not be listed on any exchange.

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Morgan Stanley Finance LLC is offering Trigger PLUS principal‑at‑risk securities with a $1,000 stated principal amount per security and a maturity of July 12, 2029. Payment at maturity depends on the worst performing of the Dow Jones Industrial, Nasdaq-100 and S&P 500 indices; investors receive leveraged upside of 155% of the worst underlier’s appreciation if all final levels exceed their initial levels, receive principal if the worst underlier stays between its initial level and a 70% downside threshold, or suffer a proportional loss tied to the worst performing underlier if it drops below that threshold. The securities pay no interest, carry issuer and guarantor credit risk, and had an estimated value on the pricing date of approximately $963.10 per security.

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Morgan Stanley Finance LLC priced structured, principal‑at‑risk notes due July 20, 2027 linked to the Nasdaq-100 Index®. Each security has a stated principal amount of $1,000 and a fixed upside payment of $109 (10.90%) payable at maturity if the final level is at or above the buffer level. The securities include a 15% buffer (buffer level 24,929.829 from initial level 29,329.21) and a downside factor of 1.1765, meaning losses beyond the 15% buffer are multiplied by 1.1765 and there is no minimum payment at maturity. Estimated value on the pricing date is approximately $985 per security; issue price is $1,000 with agent commissions of up to $10 per security. All payments are subject to Morgan Stanley Finance LLC credit risk and guaranteed by Morgan Stanley.

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Morgan Stanley Finance LLC is offering Principal at Risk securities linked to the common stock of Micron Technology, Inc. The securities have a stated principal amount of $1,000 per security, an issue price of $1,000, an estimated value on the pricing date of approximately $977.40, an initial level of $975.56 (strike date July 2, 2026) and a downside threshold equal to 50% of the initial level ($487.78). If the final level on the observation date is at or above the downside threshold, holders receive the stated principal plus a fixed upside payment of $444.90 (44.49%). If the final level is below the downside threshold, holders suffer proportional losses (payment = stated principal × final level / initial level), with no minimum payment at maturity. Observation date is August 2, 2027 (subject to postponement) and maturity is August 5, 2027. All payments are subject to the issuer's and guarantor’s credit risk; the securities are unsecured obligations of MSFL and fully guaranteed by Morgan Stanley.

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Morgan Stanley Finance LLC priced a principal-at-risk structured note called a Trigger PLUS due July 7, 2031. The securities pay no interest and are tied to the worst performing of the Nasdaq-100 Index and the VanEck Semiconductor ETF, with a 172.50% leverage factor on upside and a 60% downside threshold. Each security has a stated principal amount of $1,000, the issue price is $1,000 and the aggregate principal amount offered is $991,000. The estimated value on the pricing date was $924.10 per security and selected dealers receive a $36.25 commission per security. At maturity, if the worst performing underlier falls below its downside threshold, investors lose 1% of principal for each 1% decline in that underlier; if both underliers finish above initial levels, investors receive principal plus 172.50% of the worst underlier’s appreciation.

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Morgan Stanley Finance LLC priced $857,000 of Principal at Risk notes due July 7, 2031 with a stated principal of $1,000 per security and an issue price of $1,000. The securities are unsecured obligations of MSFL and are fully guaranteed by Morgan Stanley.

The notes reference the S&P® U.S. Equity Momentum 40% VT 4% Decrement Index (initial level 1,381.46). They feature automatic early redemption if the underlier meets a call threshold of 1,174.241 (85% of the initial level) on any determination date after the first determination date of July 2, 2027. If not called, payment at maturity is a fixed positive amount when the final level is ≥ the buffer level (same 85% threshold) or a reduced payment that declines 1% for each 1% drop beyond the 15% buffer, subject to a 15% minimum payment. Estimated value on the pricing date was $899.10 per security; agent commission was $46 per security.

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Morgan Stanley Finance LLC priced principal-at-risk securities tied to the S&P® U.S. Equity Momentum 40% VT 4% Decrement Index. The securities have a stated principal of $1,000 per security, an aggregate principal amount of $3,998,000 and an estimated value on the pricing date of $906.40 per security. They pay a contingent coupon at an annual rate of 10.50% on observation dates when the underlier meets or exceeds the coupon barrier level. Early automatic redemption is possible beginning after the first redemption determination date of June 14, 2027. At maturity on June 17, 2031, investors receive principal only if the final level is at or above the buffer level (85% of initial); otherwise losses apply beyond the 15% buffer, subject to a 15% minimum payment.

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Morgan Stanley is offering fixed rate senior notes due June 29, 2033 with a stated principal and issue price of $1,000 per note. The notes pay interest semiannually at 4.850% per annum, accrue from June 29, 2026, and have an original issue date of June 29, 2026. Morgan Stanley discloses an estimated value on the pricing date of approximately $984.10 per note and emphasizes that all payments are subject to Morgan Stanley’s credit risk. The notes will not be listed on any exchange and secondary market liquidity may be limited.

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FAQ

How many MORGAN STANLEY (MS-PA) SEC filings are available on StockTitan?

StockTitan tracks 264 SEC filings for MORGAN STANLEY (MS-PA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for MORGAN STANLEY (MS-PA)?

The most recent SEC filing for MORGAN STANLEY (MS-PA) was filed on July 6, 2026.